Wolfe Research, LLC
Managing Director- Alternative Asset Management
Wolfe Research, LLC, New York, New York, us, 10261
Managing Director - Alternative Asset Management
Join to apply for the Managing Director- Alternative Asset Management role at Wolfe Research, LLC.
Wolfe Research, LLC is launching a new Alternative Asset Management business. Wolfe Alternative Asset Management (WAM) is a strategic expansion of the Wolfe brand into the alternative investment space.
It is a membership-based platform offering a menu of curated, institutional-grade investment opportunities across venture capital, private equity, private secondaries, and a broad range of investment funds—including venture, private equity, hedge, and real estate funds—leveraging Wolfe Research’s trusted brand, reputation, and extensive network.
Our mission is to deliver unparalleled access to alternative investments, supported by Wolfe’s research expertise and industry relationships, to drive superior, differentiated returns for institutional investors, family offices, and high-net-worth individuals.
Position Summary The Managing Director is a senior leadership role responsible for driving the platform's investment strategy, deal origination, execution, and portfolio management across both private equity and venture capital investments. The successful candidate will leverage their extensive experience and established network to generate superior returns, along with the Head of the Alternative Asset Management business will help to build and lead a high-performing investment team and represent the firm to Limited Partners (LPs) and key stakeholders.
Role Summary
The Managing Director will play a pivotal leadership role in shaping and executing the platform's investment strategy.
Reporting to the Head of the Alternative Asset Management business, this position involves sourcing, evaluating, and managing investments in a hybrid PE/VC model, blending hands‑on operational involvement with high‑risk, high‑reward opportunities.
The ideal candidate is a seasoned PE professional with VC exposure, capable of leading deal teams, building portfolio value, and contributing to fundraising and platform growth.
Key Responsibilities
Investment Sourcing and Deal Origination: Identify and cultivate a robust pipeline of hybrid investment opportunities, leveraging networks in PE and VC ecosystems. Conduct market research, attend industry events, and build relationships with entrepreneurs, intermediaries, and co‑investors.
Due Diligence and Execution: Lead comprehensive due diligence processes, including financial modeling, market analysis, competitive landscape analysis, and risk assessment. Structure and negotiate deals, from term sheets to closing, ensuring alignment with the platform's hybrid strategy.
Portfolio Management and Value Creation: Oversee post‑investment activities such as strategic guidance and exit planning.
Fundraising and Investor Relations: Support capital raising efforts by preparing pitch materials, engaging limited partners (LPs), and demonstrating track record of returns. Contribute to investor reporting, including performance metrics and market insights.
Team Leadership and Development: Mentor junior investment professionals, foster a collaborative team culture, and recruit top talent to build the platform's capabilities.
Strategic Platform Contributions: Collaborate with senior leadership on overall platform strategy, risk management, and innovation in hybrid investment approaches.
Compliance and Risk Oversight: Ensure adherence to regulatory requirements, ethical standards, and internal policies in all investment activities.
Qualifications And Requirements
Experience: 10+ years in private equity, with at least 5 years in a senior role (e.g., Principal or MD level). Demonstrated exposure to venture capital, growth equity, or crossover investments. Proven track record of successful deals, exits, and value creation.
Transaction Experience: Demonstrated success in deal origination and execution, having closed multiple transactions in relevant sectors and investment stages.
Technical Skills: Proficiency in financial modeling (e.g., all three financial statements, LBO, DCF, cap tables), valuation skills, and deal structuring. Familiarity with legal aspects of PE/VC transactions.
Attributes: Exceptional leadership and communication abilities; strong network in investment communities; analytical rigor with entrepreneurial mindset; high integrity, and the ability to thrive in a fast‑paced, rigorous environment.
Preferred Attributes
Experience in launching or scaling new investment platforms/funds.
Strong track record of sourcing, diligencing, executing, and monetizing transactions in private equity and/or venture capital.
Compensation The compensation for this role is market competitive with a base salary range of $350,000–$400,000. We intend to offer the selected candidate a base salary within this range, based on non‑discriminatory factors including but not limited to skill set, job‑related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.
About Wolfe Wolfe Research, LLC is a premier independent sell‑side research firm with a commitment to best‑in‑class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top‑ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.
Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. We strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.
#J-18808-Ljbffr
Wolfe Research, LLC is launching a new Alternative Asset Management business. Wolfe Alternative Asset Management (WAM) is a strategic expansion of the Wolfe brand into the alternative investment space.
It is a membership-based platform offering a menu of curated, institutional-grade investment opportunities across venture capital, private equity, private secondaries, and a broad range of investment funds—including venture, private equity, hedge, and real estate funds—leveraging Wolfe Research’s trusted brand, reputation, and extensive network.
Our mission is to deliver unparalleled access to alternative investments, supported by Wolfe’s research expertise and industry relationships, to drive superior, differentiated returns for institutional investors, family offices, and high-net-worth individuals.
Position Summary The Managing Director is a senior leadership role responsible for driving the platform's investment strategy, deal origination, execution, and portfolio management across both private equity and venture capital investments. The successful candidate will leverage their extensive experience and established network to generate superior returns, along with the Head of the Alternative Asset Management business will help to build and lead a high-performing investment team and represent the firm to Limited Partners (LPs) and key stakeholders.
Role Summary
The Managing Director will play a pivotal leadership role in shaping and executing the platform's investment strategy.
Reporting to the Head of the Alternative Asset Management business, this position involves sourcing, evaluating, and managing investments in a hybrid PE/VC model, blending hands‑on operational involvement with high‑risk, high‑reward opportunities.
The ideal candidate is a seasoned PE professional with VC exposure, capable of leading deal teams, building portfolio value, and contributing to fundraising and platform growth.
Key Responsibilities
Investment Sourcing and Deal Origination: Identify and cultivate a robust pipeline of hybrid investment opportunities, leveraging networks in PE and VC ecosystems. Conduct market research, attend industry events, and build relationships with entrepreneurs, intermediaries, and co‑investors.
Due Diligence and Execution: Lead comprehensive due diligence processes, including financial modeling, market analysis, competitive landscape analysis, and risk assessment. Structure and negotiate deals, from term sheets to closing, ensuring alignment with the platform's hybrid strategy.
Portfolio Management and Value Creation: Oversee post‑investment activities such as strategic guidance and exit planning.
Fundraising and Investor Relations: Support capital raising efforts by preparing pitch materials, engaging limited partners (LPs), and demonstrating track record of returns. Contribute to investor reporting, including performance metrics and market insights.
Team Leadership and Development: Mentor junior investment professionals, foster a collaborative team culture, and recruit top talent to build the platform's capabilities.
Strategic Platform Contributions: Collaborate with senior leadership on overall platform strategy, risk management, and innovation in hybrid investment approaches.
Compliance and Risk Oversight: Ensure adherence to regulatory requirements, ethical standards, and internal policies in all investment activities.
Qualifications And Requirements
Experience: 10+ years in private equity, with at least 5 years in a senior role (e.g., Principal or MD level). Demonstrated exposure to venture capital, growth equity, or crossover investments. Proven track record of successful deals, exits, and value creation.
Transaction Experience: Demonstrated success in deal origination and execution, having closed multiple transactions in relevant sectors and investment stages.
Technical Skills: Proficiency in financial modeling (e.g., all three financial statements, LBO, DCF, cap tables), valuation skills, and deal structuring. Familiarity with legal aspects of PE/VC transactions.
Attributes: Exceptional leadership and communication abilities; strong network in investment communities; analytical rigor with entrepreneurial mindset; high integrity, and the ability to thrive in a fast‑paced, rigorous environment.
Preferred Attributes
Experience in launching or scaling new investment platforms/funds.
Strong track record of sourcing, diligencing, executing, and monetizing transactions in private equity and/or venture capital.
Compensation The compensation for this role is market competitive with a base salary range of $350,000–$400,000. We intend to offer the selected candidate a base salary within this range, based on non‑discriminatory factors including but not limited to skill set, job‑related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.
About Wolfe Wolfe Research, LLC is a premier independent sell‑side research firm with a commitment to best‑in‑class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top‑ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.
Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. We strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.
#J-18808-Ljbffr